Accounting Client Service Lead

Job Overview:

We are seeking a highly organized and detail-oriented Client Service Lead (CSL) to manage and oversee accounting service delivery for a portfolio of client accounts. In this leadership role, you will supervise an offshore accounting team, ensure timely and accurate reporting, coordinate priorities, and drive continuous process improvement. You will play a key part in maintaining excellent client relationships by delivering consistent and high-quality accounting services.

Key Responsibilities:

• Oversee day-to-day accounting operations and service delivery for assigned clients.

• Coordinate and assign team tasks, ensuring deadlines and quality standards are met.

• Manage project workflows and monitor timelines through project management software.

• Set and adjust team priorities on a daily, weekly, and monthly basis.

• Review general ledger activity, account reconciliations, and financial data accuracy.

• Prepare financial statements, client reporting packages, and cash flow summaries.

• Mentor, train, and evaluate accounting staff, providing feedback and guidance.

• Analyze client financials and deliver clear insights on financial health.

• Lead initiatives to identify inefficiencies and implement improved processes.

• Support staff and clients in using accounting platforms and systems.

• Manage month-end, quarter-end, and year-end close processes.

• Help develop and refine internal controls and standard operating procedures.

• Assist in audit preparation, client requests, and tax support activities.

• Collaborate with leadership on team goals, performance metrics, and planning.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field (preferred).

• 3+ years of experience in client accounting services or financial reporting.

• Prior leadership experience overseeing accounting staff is highly preferred.

• Strong understanding of accounting principles and financial reporting standards.

• Proficient with accounting software, ERP systems, and project management tools.

• Excellent attention to detail, organization, and problem-solving skills.

• Strong communication skills, both written and verbal.

• Ability to manage multiple priorities in a fast-paced environment.

• Commitment to meeting deadlines with a client-first mentality.

• Remote work experience supporting US-based clients is a plus.

Technical Requirements:

• Reliable high-speed internet connection.

• Professional home office setup.